US10354000B2ActiveUtilityA1

Feedback validation of electronically generated forms

89
Assignee: COUPA SOFTWARE INCPriority: Sep 30, 2014Filed: May 24, 2018Granted: Jul 16, 2019
Est. expirySep 30, 2034(~8.2 yrs left)· nominal 20-yr term from priority
G06F 40/186G06F 40/174G06F 17/243G06K 9/00449G06F 17/248G06V 30/412
89
PatentIndex Score
6
Cited by
46
References
20
Claims

Abstract

A computer-implemented method comprises determining, that a first document corresponds to a particular template that provides field specification data for identifying one or more fields from a document; generating a first electronic validation form as a graphical user interface from the first document using the particular template; sending a second notification of the first electronic validation form via email to the sender device, the notification comprising a first option for confirming invoice data in the first electronic validation form, at least some of the invoice data inline or as an attachment, and a second option for updating the invoice data in the first electronic validation form; uploading, in response to a selection of the first option, the invoice data into an enterprise resource planning (ERP) system; causing, in response to a selection of the second option, presentation of the first electronic validation form by the sender device.

Claims

exact text as granted — not AI-modified
What is claimed is: 
     
       1. A computer-implemented method of validating data through electronic forms, comprising:
 receiving, by a processor, a first notification of a first document from a sender device; 
 determining, by the processor, that the first document corresponds to a particular template that provides field specification data for identifying one or more fields from a document; 
 generating a first electronic validation form as a graphical user interface from the first document using the particular template,
 the first electronic validation form comprising a particular field associated with a particular data item identified from the first document using the field specification data in the particular template, 
 the first electronic validation form further comprising one or more controls for revising the particular field, a particular data item, or an association between the particular field and the particular data item obtained from the first document; 
 
 sending a second notification of the first electronic validation form via email to the sender device,
 the notification comprising a first option for confirming invoice data in the first electronic validation form, at least some of the invoice data inline or as an attachment, and a second option for updating the invoice data in the first electronic validation form; 
 
 uploading, in response to a selection of the first option, the invoice data into an enterprise resource planning (ERP) system; 
 causing, in response to a selection of the second option, presentation of the first electronic validation form by the sender device. 
 
     
     
       2. The computer-implemented method of  claim 1 , further comprising:
 upon receiving an input through the one or more controls, generating revision information for the particular template; and 
 in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the revision information to the second electronic validation form. 
 
     
     
       3. The computer-implemented method of  claim 1 , further comprising:
 upon detecting an action with the one or more controls, recording the action into a macro; 
 in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the macro to the second electronic validation form. 
 
     
     
       4. The computer-implemented method of  claim 1 , further comprising upon receiving an input through the one or more controls, generating a new template based on the input. 
     
     
       5. The computer-implemented method of  claim 1 , the determining further being based on an electronic contact address or keywords within a body of the first notification, an OCRed attachment, a subject line of the first notification, the domain name of the sender device, or the IP address of the sender device. 
     
     
       6. The computer-implemented of  claim 5 , the determining further being based on a bar code, a QR code, a symbol, or a logo in the first document. 
     
     
       7. The computer-implemented method of  claim 1 , the determining further comprising:
 extracting an electronic contact address from the first notification; 
 detecting that the electronic contact address is associated with no reply; 
 replacing the electronic contact address with an additional electronic contact address. 
 
     
     
       8. The computer-implemented method of  claim 1 , the first notification further comprising information regarding the particular field and the particular data item or information regarding a status of the first electronic validation form. 
     
     
       9. The computer-implemented method of  claim 8 , the status being validation pending or validation window expired. 
     
     
       10. The computer-implemented method of  claim 1 , the one control being a drawing tool to redefine or resize a bounded area for the particular field. 
     
     
       11. The computer-implemented method of  claim 1 ,
 the first electronic validation form further comprising a second field identified from the first document using the field specification data in the particular template, 
 the one control being a swap tool to swap contents of the particular field and the second field. 
 
     
     
       12. The computer-implemented method of  claim 1 ,
 the first electronic validation form comprising a second field, 
 the generating further comprising associating a default data item with a second field when the second field is not identified from the first document. 
 
     
     
       13. The computer-implemented method of  claim 1 , the generating further comprising following a link in the first document to retrieve the particular data item. 
     
     
       14. One or more non-transitory computer-readable media storing instructions which, when executed by one or more processor, cause performance of a method of validating data through electronic forms, the method comprising:
 receiving a first notification of a first document from a sender device; 
 determining that the first document corresponds to a particular template that provides field specification data for identifying one or more fields from a document; 
 generating a first electronic validation form as a graphical user interface from the first document using the particular template,
 the first electronic validation form comprising a particular field associated with a particular data item identified from the first document using the field specification data in the particular template, 
 the first electronic validation form further comprising one or more controls for revising the particular field, the particular data item, or an association between the particular field and the particular data item obtained from the first document; 
 
 sending a second notification of the first electronic validation form via email to the sender device,
 the notification comprising a first option for confirming invoice data in the first electronic validation form, at least some of the invoice data inline or as an attachment, and a second option for updating the invoice data in the first electronic validation form; 
 
 uploading, in response to a selection of the first option, the invoice data into an enterprise resource planning (ERP) system; 
 causing, in response to a selection of the second option, presentation of the first electronic validation form by the sender device. 
 
     
     
       15. The one or more non-transitory computer-readable media of  claim 14 , the method further comprising:
 upon receiving an input through the one or more controls, generating revision information for the particular template; and 
 in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the revision information to the second electronic validation form. 
 
     
     
       16. The one or more non-transitory computer-readable media of  claim 14 , the method further comprising:
 upon detecting an action with the one or more controls, recording the action into a macro; 
 in response to determining that a second document corresponds to the particular template, generating a second electronic validation form using the particular template and automatically applying the macro to the second electronic validation form. 
 
     
     
       17. The one or more non-transitory computer-readable media of  claim 14 , the method further comprising upon receiving an input through the one or more controls, generating a new template based on the input. 
     
     
       18. The one or more non-transitory computer-readable media of  claim 14 , the determining further comprising:
 extracting that an electronic contact address from the first notification; 
 detecting that the electronic contact address is associated with no reply; 
 replacing the electronic contact address with an additional electronic contact address. 
 
     
     
       19. The one or more non-transitory computer-readable media of  claim 14 ,
 the first electronic validation form comprising a second field, 
 the generating further comprising associating a default data item with a second field when the second field is not identified from the first document. 
 
     
     
       20. The one or more non-transitory computer-readable media of  claim 14 , the generating further comprising following a link in the first document to retrieve the particular data item.

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